Anic Equity¶
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Total return since start: 0.624 %¶
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Equity now: -----------------------------> 49611.71 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43591.14 Kr¶
PnL: ---------------------------------------> -1284.44 Kr¶
DD now: ---------------------------------> -6.605 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 13:19:26.698976'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.790000 | 1526.000000 | 103.000000 | 7.240000 | 1423.000014 |
| Profoto Holding | 7 | 2.390000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.300000 | 913.080000 | 1.080000 | 0.120000 | 912.000000 |
| Atrium Ljungberg B | 5 | 0.280000 | 896.500000 | -7.500000 | -0.830000 | 904.000000 |
| JM | 7 | 0.220000 | 942.200000 | -7.800000 | -0.820000 | 950.000002 |
| Biotage | 1 | -2.110000 | 139.000000 | -10.000000 | -6.710000 | 149.000000 |
| ASSA ABLOY B | 4 | -0.810000 | 980.800000 | -12.200000 | -1.230000 | 993.000000 |
| AcadeMedia | 20 | -0.580000 | 964.400000 | -13.600000 | -1.390000 | 978.000000 |
| Vitrolife | 3 | 0.910000 | 663.000000 | -14.000000 | -2.070000 | 677.000001 |
| OX2 | 12 | -1.320000 | 894.600000 | -14.400000 | -1.580000 | 909.000000 |
| Eastnine | 6 | -2.190000 | 642.000000 | -15.000000 | -2.280000 | 657.000000 |
| Gränges | 10 | 0.490000 | 1023.000000 | -16.000000 | -1.540000 | 1039.000000 |
| BioGaia B | 8 | 0.910000 | 888.000000 | -16.000000 | -1.770000 | 904.000000 |
| INVISIO | 15 | 0.000000 | 3555.000000 | -17.000000 | -0.480000 | 3571.999995 |
| Bufab | 3 | -0.400000 | 1055.400000 | -20.600000 | -1.910000 | 1076.000001 |
| Vitec Software Group B | 2 | -1.990000 | 1083.000000 | -21.000000 | -1.900000 | 1104.000000 |
| Latour B | 4 | -1.750000 | 833.200000 | -22.800000 | -2.660000 | 856.000000 |
| Investor B | 3 | -0.470000 | 634.650000 | -23.350000 | -3.550000 | 657.999999 |
| Addnode Group B | 7 | -1.260000 | 876.400000 | -28.600000 | -3.160000 | 904.999998 |
| Sandvik | 4 | -0.050000 | 818.000000 | -30.000000 | -3.540000 | 848.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Hoist Finance | 36 | 0.740000 | 979.200000 | -31.800000 | -3.150000 | 1010.999988 |
| Alimak Group | 12 | 0.250000 | 974.400000 | -32.600000 | -3.240000 | 1007.000004 |
| Sagax B | 4 | -1.940000 | 851.200000 | -33.800000 | -3.820000 | 885.000000 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| SKF B | 5 | -0.370000 | 945.000000 | -35.000000 | -3.570000 | 980.000000 |
| Byggmax Group | 33 | -1.130000 | 925.320000 | -41.680000 | -4.310000 | 966.999990 |
| Hexatronic Group | 15 | -1.780000 | 1026.000000 | -45.000000 | -4.200000 | 1071.000000 |
| EQT | 4 | -2.590000 | 827.200000 | -45.800000 | -5.250000 | 873.000000 |
| Orrön Energy | 170 | -2.810000 | 1996.650000 | -49.350000 | -2.410000 | 2045.999980 |
| Catena | 2 | -0.050000 | 756.000000 | -50.000000 | -6.200000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.060000 | 898.800000 | -52.200000 | -5.490000 | 951.000000 |
| Hexagon B | 26 | -0.960000 | 3351.400000 | -68.600000 | -2.010000 | 3420.000012 |
| HEXPOL B | 8 | -6.200000 | 883.200000 | -73.800000 | -7.710000 | 957.000000 |
| VEF | 788 | -0.780000 | 1798.220000 | -104.780000 | -5.510000 | 1903.000300 |
| Sedana Medical | 93 | 0.940000 | 2589.120000 | -394.460000 | -13.220000 | 2983.577733 |
| TOTAL | 43591.140000 | -1284.440000 | -6.60508% | 44875.578016 |
Updated:¶
'2023-06-21 13:19:43.293422'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
